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We need a bookkeeper to manage our LLC’s financial records, analyze the profit and loss statement, and prepare K1s for members. This is a New York-based business, so familiarity with local business practices is important. The ideal freelancer can maintain accurate records, review financial performance, and support end-of-year reporting needs. Please share relevant experience with LLC bookkeeping and tax-related deliverables.

I need to file taxes with the IRS for the last ten years since I moved to Italy. I was not aware that I needed to continue filing taxes in the States despite not working or living there.

Requirements:
- File back taxes for 10 years
- Report foreign income
- Utilize accountant/commercialista documents

Ideal Skills:
- Experience with IRS tax forms
- Knowledge of expat tax regulations
- Familiarity with foreign income reporting

Please provide a comprehensive plan to complete this task.

Skills: Accounting, Tax, Tax Law, Tax Compliance, Tax Management Consulting, Tax Accounting, Tax Preparation

Summary
About us:
Outsource Orlando LLC

Need someone to reconcile my books for 2025 to current.

Services and deliverables:
- Income and expense analysis. Making sure the proper entries are categorized to the right account.
- Reconciliation.
- Other tasks as applicable.

**Title:** TaxDome Workflow and Pipeline Build for Solo Expat Tax CPA Firm

**Description:**

I run a fully remote solo CPA practice specializing in US expat and cross border individual tax. I'm on TaxDome and need an experienced specialist to design and build my workflows so the firm runs on the system instead of on me.

**What I need built**

1. Lead tracking and follow up pipeline, from inquiry through proposal and engagement letter
2. Client onboarding and intake pipeline, including a custom expat organizer (foreign accounts, foreign income, residency dates, prior year returns)
3. Individual return prep and review pipeline, with stages for document collection, preparation, review, client approval, e-signature, and delivery
4. Annual recurrence setup so returning clients roll into the next season automatically

Each pipeline should include automated email sequences, client reminders, task templates, and team assignments. I also want the client portal cleaned up and one recorded training session so I can maintain everything myself afterward.

**Deliverables**

- Approved workflow map before anything is built in TaxDome
- All four pipelines live with automations and templates
- Short written documentation of each pipeline
- One training session (recorded)
- Two week live test period with fixes included

**What I'm looking for**

- Proven TaxDome experience with tax preparation firms, not just bookkeeping. Please include screenshots or descriptions of pipelines you've built
- Understanding of how a tax season actually runs (seasonal deadlines, extensions, review cycles)
- Clear communication and a realistic timeline

**Budget and structure**

Fixed price. Please quote a total with milestones: workflow map approved, pipelines built, training and test period complete. Include your estimated timeline.

**To apply**

Tell me how many TaxDome builds you've done for tax firms, share one example, and describe how you'd approach the expat intake organizer. Top candidates will be offered a short paid test task before I hire.

We need to file Louisiana state tax returns. If possible, please file the returns electronically. We have several years, but we need to file the urgent years first. The company is not domiciled in Louisiana, but some revenue and wages.

This is not a tax preparation job: I must fill out online a very detailed form of a large US corporation in order to send them an invoice for services rendered outside of the USA. I am a private individual and have difficulty navigating that website, which is tailored to business entities. I am in no relation to the USA, I live and pay taxes in Europe.

The job is to help me fill out this form online to completion, help me deal with any additional form(s) required within their process and with any questions that arise. For efficiency, it should be done in real time over video call at a time convenient to both.

About the Role

I'm looking for a US-licensed CPA or accountant to help me get fully compliant for my US LLC. The company has been operating since late 2022 and I need help with filings and ongoing tax compliance.

The Business

US LLC (Florida Registered) currently dormant
No sales being used. I want to make it active. However, there is some compliance issues since I have not filed taxes for over a year.

What I Need Help With

Filing the annual federal tax return (Form 1065 if multi-member, or Schedule C / Form 1120 depending on LLC election)
Confirming the correct tax treatment — disregarded entity vs. S-Corp vs. C-Corp election
Advising on nexus and state tax obligations based on sales activity
Confirming US sales tax (economic nexus) obligations for Shopify sales

Ideal Candidate

Licensed CPA or EA (Enrolled Agent) in the US
Familiar with non-resident / foreign-owned US LLC tax compliance (Form 5472 + 1120 if applicable)
Comfortable working remotely with international clients
Available for a short scoping call before engagement

To Apply, Please Answer:

Have you filed taxes for foreign-owned US LLCs before?
Are you familiar with e-commerce nexus and Shopify sales tax obligations?
What is your estimated fee for first-year compliance (federal filing + any required forms)?
Can you confirm your CPA or EA license and state of registration?

Ongoing Annual Compliance:

Annual Individual tax returns for myself
Annual Company tax return (including international dealing schedules) and financial statement preparation
Quarterly BAS preparation and lodgment (including quarterly income tax provision calculations)
Ad hoc advice, calls and correspondence in relation to the above
Liaising with international tax advisors as required for completion of head office returns

We need an Argentine accountant to help establish a SAS for our e-commerce business and ensure ongoing tax compliance. The role includes setting up the company structure, preparing required documentation, and advising on tax obligations for online sales. You should be able to guide us through the registration process, recommend the best entity structure, and help maintain compliance with local regulations. This is a part-time project for someone who can provide clear, practical advice and support throughout the setup and early operations.

Im filing federal, CT and New York/NYC taxes. My taxes were withheld in CT but I was a NYC resident. I requested a federal extension but failed to request a NYC and will need to pay penalties and request an abatement.

Pat Gallagher Enterprises is seeking an experienced, dependable bookkeeper and accountant to oversee the day-to-day financial operations of our residential and commercial property services company.

This is a long-term remote contract position for someone who can maintain accurate financial records, monitor daily business activity, process payroll, and provide proactive accounting guidance. We need more than a data-entry bookkeeper—we are looking for a financial professional who will identify problems, recommend improvements, and help us maintain strong financial controls.

Key Responsibilities
Oversee all aspects of the company’s bookkeeping and financial records
Review our Jobber work-order system at least once each workday
Monitor customer invoices, payments, refunds, deposits, and other transactions
Maintain accurate accounts receivable and follow up on outstanding invoices
Enter, categorize, and monitor accounts payable and upcoming obligations
Track operating expenses and verify proper expense classifications
Reconcile all business bank accounts and credit card statements
Ensure transactions in Jobber, QuickBooks Online, Gusto, and our financial accounts are properly recorded and matched
Investigate and correct discrepancies, duplicate transactions, missing payments, and incorrect classifications
Process and review biweekly payroll through Gusto
Monitor payroll taxes, employee deductions, contractor payments, and payroll reporting
Maintain accurate records for employees and independent contractors
Assist with federal, state, and local tax preparation and compliance
Identify legitimate business deductions and tax write-offs
Prepare financial reports, including profit and loss statements, balance sheets, cash-flow reports, accounts-receivable aging reports, and expense summaries
Use Microsoft Excel for financial tracking, reconciliation, reporting, and analysis
Coordinate with company management and our tax professionals when necessary
Help establish written accounting procedures and stronger internal financial controls
Provide timely, practical advice regarding cash flow, profitability, expenses, taxes, payroll, and financial planning
AI-Assisted Financial Analysis

We would like this professional to use secure and appropriate AI tools to assist with financial analysis, reporting, forecasting, and identifying trends or potential concerns.

Any use of AI must follow strict confidentiality and data-security practices. Sensitive financial, employee, customer, banking, payroll, and tax information must never be entered into an unauthorized public AI system. The selected professional must independently verify all AI-generated findings and remain responsible for the accuracy of their accounting work and recommendations.

Required Experience
Expert-level experience with QuickBooks Online
Strong experience processing payroll through Gusto
Advanced Microsoft Excel skills
Extensive bank and credit card reconciliation experience
Experience managing accounts receivable and accounts payable
Understanding of payroll taxes, business expenses, deductions, and tax preparation
Ability to prepare and explain financial statements and management reports
Excellent attention to detail and ability to identify financial discrepancies
Strong written and verbal English communication skills
Ability to work independently, meet deadlines, and handle confidential information
Reliable availability to review financial activity every workday
Preferred Qualifications
Degree in accounting, finance, bookkeeping, or a related field
CPA, Certified Bookkeeper, QuickBooks ProAdvisor, or similar certification
Experience with Jobber or another field-service/work-order management platform
Experience working with construction, landscaping, tree service, home services, or contractor-based businesses
Familiarity with Missouri business and payroll tax requirements
Experience managing finances for a company that uses both employees and 1099 independent contractors
Position Details
Remote independent-contractor position
Long-term working relationship
Part-time hours initially, with the possibility of expanded responsibilities
Daily weekday monitoring required
Biweekly payroll processing required
Regular financial summaries and management check-ins required

Remote | Ongoing Contract | Excellent Communication Required

Compensation: Flat Fee Per Tax Return / Assignment

This is an ongoing contract. Compensation will be paid on a flat-fee basis for each completed tax return review, second-opinion assignment, or client consultation.

Please include your proposed flat fee for reviewing 1040, 1120-S, 1065 and 1120 returns in your application.

We are a U.S.-based tax strategy and advisory firm seeking an experienced CPA / Senior U.S. Tax Professional to provide final tax-return review, technical second opinions, and professional client-facing support.

This is NOT a basic tax-preparation position.

We need someone who is technically strong in U.S. taxation and exceptional at communicating with clients.

You must be comfortable joining Zoom meetings with U.S. business owners, reviewing their tax situation, answering tax questions within your professional competence, explaining complicated tax matters in plain English, and discussing corrections or recommendations professionally.

What You Will Do

* Perform final technical reviews of U.S. individual and business tax returns
* Review returns initially prepared by our tax preparation team
* Identify and make/request necessary corrections
* Provide independent second opinions on technical tax matters
* Review prior-year returns when needed
* Review 1040, Schedule C, Schedule E, 1120-S, 1065, 1120 and related state returns
* Review depreciation, basis, carryforwards, K-1s and other business-owner tax issues
* Research technical tax questions and document supporting authority
* Participate in client Zoom meetings when needed
* Explain returns and tax issues to clients in plain English
* Answer client questions professionally
* Explain why a return or proposed position needs to be changed
* Communicate additional-document requests directly to clients when appropriate
* Work collaboratively with our Tax Strategist and preparation team
* When designated as the signing preparer, take appropriate professional responsibility for the return and use your own valid PTIN
* Never sign or approve a return you do not professionally agree with

Communication Is Extremely Important

Exceptional spoken and written English is REQUIRED.

This is a client-facing position.

We work with U.S.-based entrepreneurs, business owners, professionals and real-estate investors. You must be polished, confident, patient and capable of explaining complicated tax concepts without confusing the client.

Technical knowledge alone is not enough for this position.

We are specifically looking for someone who can make a client feel confident that an experienced tax professional has carefully reviewed their situation.

Qualifications

Strong preference will be given to candidates with:

* Active U.S. CPA license
* Valid PTIN
* Significant U.S. federal and state tax experience
* Extensive experience with 1040s, 1120-Ss and 1065s
* Experience with business owners and real-estate investors
* Experience reviewing work prepared by other tax professionals
* Strong tax research abilities
* Professional tax-software experience
* Excellent client-facing communication
* Excellent spoken and written English
* Experience conducting Zoom/video consultations

International applicants may apply, but you must clearly identify the jurisdiction issuing your CPA credential and describe your U.S. tax experience.

Compensation

This is an ongoing contract with flat-fee compensation based on the work performed.

Please provide your proposed rates for:

1040 review
1040 + Schedule C/E review
1120-S review
1065 review
1120 review
Return corrections
Prior-return second opinion
Technical tax research
30-minute client consultation
60-minute client consultation

We anticipate recurring work for the right professional.

APPLICATION REQUIREMENTS

Please provide:

1. CPA license jurisdiction and current license status
2. PTIN status
3. Years of U.S. tax experience
4. U.S. tax forms you regularly prepare/review
5. Tax software experience
6. Experience with S corporations, partnerships and real estate
7. Experience reviewing another preparer’s work
8. Experience communicating directly with U.S. tax clients
9. Your availability during U.S. Eastern Time
10. Your proposed flat rates

We are evaluating:

English fluency • Professionalism • Confidence • Tax knowledge • Ability to simplify complicated concepts • Client presence

The Person We’re Looking For

We don’t want someone who simply processes returns.

We want someone who can become a trusted technical tax professional behind our advisory practice.

Our Tax Strategist will continue leading the overall client relationship and proactive strategy. You will provide the CPA-level technical review, tax-return oversight, second opinion, and client-facing tax support when appropriate.

Individual professionals only. No agencies.

We are looking for an experienced U.S. CPA or tax accountant to handle the tax compliance and filings for a Texas LLC with foreign ownership.

Company details:

* Texas LLC
* Company started in February 2023
* Need to bring tax filings up to date for 2023, 2024, and 2025
* Company had little to no profit (less than $1,000 per year)
* The company had a different owner during 2025, and ownership changed hands during that year
* The current owner is a foreign individual
* We need the CPA to determine the company’s correct tax filing requirements and whether Form 5472 is applicable
* Organized bookkeeping and a detailed list of company transactions will be provided

Scope of work:

* Review the provided bookkeeping and organized transaction records for 2023–2025
* Prepare and file all required federal and Texas tax returns for 2023, 2024, and 2025, as applicable
* Review the company’s ownership structure and determine the correct tax treatment and filing requirements
* Properly account for the change in ownership during 2025
* Determine whether Form 5472 is required for any of the relevant tax years and prepare/file it if applicable
* Determine whether separate filings or additional reporting are required because of the ownership change
* Identify any missing or late filings and advise on potential penalties or corrective actions
* Bring the company fully up to date with its tax compliance
* Advise on ongoing tax and bookkeeping requirements

What we will provide:

* Organized bookkeeping records
* Detailed transaction list for the company
* Company formation information
* Ownership information and documentation regarding the 2025 ownership transfer
* Any additional documentation needed for the filings

Ideal candidate:

* Licensed CPA or experienced U.S. tax professional
* Strong experience with foreign-owned U.S. LLCs
* Specific experience preparing Form 5472
* Experience handling ownership changes during a tax year
* Familiarity with Texas business tax requirements
* Experience handling prior-year and late tax filings
* Able to independently determine which tax forms and information returns are required

When applying, please provide:

1. A brief description of your experience with foreign-owned U.S. LLCs
2. Your experience preparing Form 5472
3. Your experience handling ownership changes during a tax year
4. Whether you can handle the 2023, 2024, and 2025 filings
5. Whether you can determine if Form 5472 is required and prepare it if applicable
6. Your total estimated fee for bringing the company current
7. Your estimated timeline

We are looking for someone who can take ownership of the entire tax-compliance process and bring the company fully up to date, rather than someone who only provides basic bookkeeping services.

We are looking for a U.S. CPA, EA, or IRS Authorized e-file Provider experienced with the Foreign EFIN framework under IRS Publication 3112.

The objective is to establish a compliant business relationship under which a separate Foreign EFIN can be obtained for our tax practice.

The provider should:

* Have an active EFIN and be an IRS Authorized e-file Provider
* Understand the Foreign EFIN / business-related group arrangement under IRS Publication 3112
* Assist with obtaining a separate Foreign EFIN for our firm
* Provide required ongoing compliance/oversight
* Confirm compatibility with Drake Tax or other professional tax software

This is not a request to rent, share, or use another firm’s EFIN.

Please briefly describe your experience with Foreign EFIN applications, the proposed arrangement, setup fee, and any ongoing annual fee.

Remote | Long-Term Opportunity
Compensation: $650/month fixed base + $8 per qualified appointment that shows
30-Day Paid Trial
Individual Freelancers Only — No Agencies

We are a U.S.-based tax strategy and financial services firm seeking an experienced Tax Planning Appointment Setter to speak with business owners, qualify prospects, and schedule appointments with our Tax Strategist.

Excellent spoken English is REQUIRED. You must sound clear, confident, professional, and natural when speaking with U.S.-based business owners.

This is not a tax preparation position and you will not provide tax advice. Your job is to contact prospects, qualify them, book appointments, and make sure they show up. Our Tax Strategist handles the consultation and closes the sale.

Responsibilities

* Call new inbound leads quickly
* Make outbound calls to prospect lists
* Follow up with leads by phone, text, and email
* Work new and older leads in our CRM
* Speak professionally with U.S. business owners
* Ask qualification questions
* Determine whether prospects meet our appointment criteria
* Schedule qualified tax-planning consultations
* Confirm upcoming appointments
* Send reminders and follow up before appointments
* Recover cancellations and no-shows
* Maintain accurate CRM notes
* Complete daily follow-up tasks
* Keep the sales pipeline organized
* Provide daily activity/results reporting

Performance Expectations

Your primary objective is qualified appointments that SHOW UP, not simply filling the calendar.

We are working toward approximately 3–4 qualified attended appointments per business day once fully ramped.

We will measure:

Calls → Conversations → Qualified Appointments → Shows → Sales

Compensation

$650/month fixed base + $8 for every qualified appointment that attends the consultation.

A Qualified Show means the prospect meets our established qualification criteria and actually attends the scheduled consultation with our Tax Strategist.

No show bonus is paid for cancellations, no-shows, duplicate appointments, fake appointments, or prospects who clearly do not meet the established qualification criteria.

Requirements

* EXCELLENT spoken English — REQUIRED
* Excellent written English
* Clear, professional phone voice
* Comfortable speaking with U.S. business owners
* Previous appointment-setting, telesales, or outbound-calling experience
* Strong follow-up skills
* Comfortable making a high volume of calls
* Ability to handle basic objections
* CRM experience
* Reliable high-speed internet
* Quiet and professional working environment
* Availability during U.S. Eastern Time
* Ability to follow a script without sounding like you’re reading one

Experience with GoHighLevel (GHL) is strongly preferred.

Experience setting appointments for tax, accounting, financial services, insurance, business consulting, legal services, or other professional/high-ticket services is a major plus.

Required Application Questions

Please answer:

1. How many years of appointment-setting/outbound-calling experience do you have?
2. What industries have you worked in?
3. Have you previously called U.S.-based business owners?
4. How many outbound calls can you comfortably make per day?
5. What appointment show rate did you achieve in your previous position?
6. Which CRMs have you used?
7. Have you used GoHighLevel?
8. What hours can you work in U.S. Eastern Time?
9. Why do you believe you’re good at getting prospects to actually SHOW for appointments?

VOICE RECORDING REQUIRED

Applications without a voice recording will not be considered.

Submit a 60–90 second voice recording pretending you are calling a U.S. business owner who previously expressed interest in learning about proactive tax planning.

Introduce yourself professionally, explain the reason for the call, ask 2–3 qualification questions, and attempt to schedule an appointment.

We will be evaluating your:

English fluency, pronunciation, confidence, professionalism, conversational ability, and phone presence.

Important

You are not responsible for closing sales.

Your responsibility is:

Contact → Qualify → Book → Confirm → Follow Up → SHOW

The Tax Strategist handles the consultation and closing.

Long-term opportunity for a high-performing setter.

Looking for an accountant for a contracting company located in Edmonton, AB, Canada. Must be a certified CPA within Canada. Looking to hire immediately.

We are looking for an experienced Bookkeeper to manage the day-to-day financial operations of a growing business.

Responsibilities include maintaining accurate financial records, reconciling accounts, tracking income and expenses, and preparing financial reports. Experience working with e-commerce businesses is preferred, along with the ability to organize financial data clearly and efficiently.

The ideal candidate is organized, detail-oriented, reliable, and consistent when handling financial tasks. Strong communication skills and the ability to work independently are also important.

This is a part-time, long-term role for someone who can provide reliable bookkeeping support, keep the business finances organized, and assist as needed as the business continues to grow.

1.cpa letter for a home loan 2025 personal taxes and business taxes. need asap my a license CPA
Please Provide
A Prior Year Allowance (PYA) of a CPA letter explaining the discrepancy for the difference in K-1 and Schedule E for
- as well looking for someone who would like to file my 2026, this is for s corp in CA- i know this is a different task

Financial services tax firm seeking a highly organized part-time Administrative Assistant to support our tax advisory and tax preparation team.

This is primarily an administrative position, not a tax strategist position.

We need someone who can keep our calendar, client follow-ups, documents and recurring appointments organized so our tax professionals can concentrate on serving clients.

Responsibilities:

* Schedule client appointments
* Maintain and update our calendars
* Schedule quarterly tax-planning meetings
* Send appointment confirmations and reminders
* Remind management about upcoming client appointments and deadlines
* Contact clients to schedule/reschedule appointments
* Send documents to clients for electronic signature
* Follow up on outstanding signatures
* Follow up with clients for missing tax documents
* Organize incoming client documents
* Update client information in our CRM
* Maintain client follow-up lists
* Assist with basic tax-return administrative tasks
* Help keep bookkeeping/client-accounting workflows organized
* Update spreadsheets and trackers
* Prepare administrative items for upcoming client meetings
* Perform general administrative support as needed

You do not need to be a CPA, EA or tax expert. However, experience working for a tax, accounting, bookkeeping or financial-services company is highly preferred.

Requirements:

* Excellent written and spoken English
* Extremely organized
* Strong calendar-management skills
* Comfortable communicating directly with clients
* Google Calendar/Google Workspace experience
* Excel/Google Sheets experience
* Comfortable learning CRM and tax-office software
* Reliable internet
* Your own reliable computer
* Strong attention to detail
* Able to work independently and follow up without constantly being reminded

Bonus experience:

* Tax preparation office
* Accounting/bookkeeping firm
* Financial services
* TaxDome, Canopy, Drake, ProSeries, GoHighLevel, QuickBooks or similar software
* E-signature/document-management systems

When applying, please answer:

1. Have you previously worked for a tax, accounting or bookkeeping firm?
2. What calendar/CRM systems have you used?
3. Tell us how you would keep track of 50+ clients who need different follow-ups.
4. What hours can you work in U.S. Eastern Time?
5. Please submit a short voice recording introducing yourself.

Individual freelancers only. No agencies.

We’re looking for someone dependable who wants a long-term position and can gradually take ownership of more administrative responsibilities.

We are seeking highly skilled Subject Matter Experts in accounting and bookkeeping to participate in an intensive, two-week pilot campaign centered on AI model evaluation, task design, and objective grading framework development.

The primary goal of this campaign is to challenge and benchmark next-generation AI models by designing complex, highly realistic, domain-specific tasks. Experts will craft workflows requiring multi-step web research, data extraction, and deep professional reasoning to evaluate model performance and establish scoring criteria.

This is a full-time commitment for the duration of the contract.

Key Responsibilities

Complex Prompt Creation: Craft detailed, highly realistic scenario prompts rooted in actual accounting workflows — reconciliation and month-end close, AR/AP management, payroll processing, BAS/tax preparation, financial statement review, chart-of-accounts restructuring, and multi-entity reporting in QuickBooks.

AI Model Testing: Execute prompts directly within the AI platform to surface failure modes, hallucination triggers, and reasoning gaps. Continuously iterate and escalate task complexity to rigorously evaluate performance.

Rubric & Checklist Authoring: Write objective, self-contained scoring checklists and rubrics supported by explicit reference sources and justifications so peer reviewers can grade AI outputs consistently.

Requirements & Eligibility

* Domain Expertise: 5+ years professional experience in accounting or bookkeeping.
* Platform Expertise: 3–4 years hands-on QuickBooks experience.
* AI Training Experience: Hands-on experience creating complex prompts, evaluating LLM outputs, and constructing detailed evaluation rubrics.
* Language: Professional English fluency (written and spoken).
* Availability: Full-time availability across the full two-week campaign.
* Device Security: Work must be conducted exclusively on secure personal or corporate devices. Access via public or shared computers is strictly prohibited.

## Tax Professional Needed – Corporate Tax Filings 2022–2025

**Client:** Haight Rock Ledge
**Owner:** Narbeh
**Engagement:** Corporate Tax Preparation & Catch-Up Filing
**Tax Years:** 2022, 2023, 2024, and 2025

### Job Overview

Haight Rock Ledge is seeking an experienced tax professional, CPA, or Enrolled Agent to assist with bringing the corporation's tax filings fully up to date.

The company needs its outstanding corporate tax returns prepared and filed for tax years **2022 through 2025**. The goal is to complete the filings accurately and as quickly as reasonably possible so the corporation can return to good standing with its tax obligations.

This is **not a bookkeeping clean-up project starting from scratch**. Year-end financial statements for the applicable periods have already been completed by the company's longtime accountant, who has since retired. The selected professional will be provided with the available year-end financials and supporting documentation needed to prepare the outstanding returns.

### Background

The owner, Narbeh, fell behind on the company's tax filings after dealing with unexpected medical matters and other significant personal circumstances. During that period, filing the corporate returns unfortunately fell by the wayside.

The delay was not an attempt to avoid the company's tax obligations. Narbeh is now in a much better position personally, and Haight Rock Ledge is thriving. His priority is to proactively address the outstanding years, get everything properly filed, resolve any associated tax obligations, and ensure the company remains current going forward.

### Scope of Work

The selected tax professional will be expected to:

* Review the company's completed year-end financial statements and available tax records for 2022–2025.
* Identify any additional documentation required to prepare accurate corporate returns.
* Prepare and file all outstanding federal and applicable state corporate tax returns for 2022, 2023, 2024, and 2025.
* Determine any outstanding tax liabilities, penalties, or interest associated with the late filings.
* Advise the owner regarding any notices, compliance issues, or additional filings that need to be addressed.
* Identify whether reasonable-cause penalty abatement or other available relief should be pursued based on the circumstances surrounding the late filings.
* Help establish a clear path for keeping the corporation current with its tax obligations moving forward.

### Ideal Candidate

We are looking for someone who is experienced with **delinquent or multi-year corporate tax filings** and is comfortable stepping into an engagement where a prior accountant has retired.

The ideal professional will be responsive, organized, and capable of moving through the outstanding years efficiently while ensuring everything is filed correctly.

**Timing is important.** Narbeh is prepared to provide the existing financials and requested supporting documents promptly and would like to begin immediately.

Please provide your availability, estimated turnaround time, experience handling multi-year corporate catch-up filings, and an estimated fee or fee structure for completing the engagement.

Hi,

I was on a Working Holiday Visa in Australia in 2023. I am currently trying to file my 2023 tax return, but I do not have access to the ATO website. I’m looking for help filing online.

Thank you,
Jessi

We are seeking highly skilled Subject Matter Experts in accounting and bookkeeping to participate in an intensive, two-week pilot campaign centered on AI model evaluation, task design, and objective grading framework development.

The primary goal of this campaign is to challenge and benchmark next-generation AI models by designing complex, highly realistic, domain-specific tasks. Experts will craft workflows requiring multi-step web research, data extraction, and deep professional reasoning to evaluate model performance and establish scoring criteria.

This is a full-time commitment for the duration of the contract.

Key Responsibilities
Complex Prompt Creation: Craft detailed, highly realistic scenario prompts rooted in actual accounting workflows — reconciliation and month-end close, AR/AP management, payroll processing, BAS/tax preparation, financial statement review, chart-of-accounts restructuring, and multi-entity reporting in QuickBooks.

AI Model Testing: Execute prompts directly within the AI platform to surface failure modes, hallucination triggers, and reasoning gaps. Continuously iterate and escalate task complexity to rigorously evaluate performance.

Rubric & Checklist Authoring: Write objective, self-contained scoring checklists and rubrics supported by explicit reference sources and justifications so peer reviewers can grade AI outputs consistently.

Requirements & Eligibility
- Domain Expertise: 5+ years professional experience in accounting or bookkeeping.
- Platform Expertise: 3–4 years hands-on QuickBooks experience.
- AI Training Experience: Hands-on experience creating complex prompts, evaluating LLM outputs, and constructing detailed evaluation rubrics.
- Language: Professional English fluency (written and spoken).
- Availability: Full-time availability across the full two-week campaign.
- Device Security: Work must be conducted exclusively on secure personal or corporate devices. Access via public or shared computers is strictly prohibited.

Skills: Accounting, Intuit QuickBooks, Bookkeeping, ChatGPT, Prompt Writing

AUSTRALIAN CPA/TAX AGENT REQUIRED

I require a registered tax agent to complete outstanding tax obligations across multiple years for a small company.

IMPORTANT:
Over the last few weeks, I've worked with a bookkeeper and the QuickBooks Online file has been fully rebuilt and reconciled (FY19–FY26), with a BAS schedule prepared and correct GST coding applied. Everything is ready to go!

This is primarily a lodgement and liaise with the ATO engagement, not advisory-only engagement.

Scope of work:
- Model the QBO numbers to determine the best treatment/approach
- FY22: amendment required
- FY23–FY26 company tax returns
- FY23–FY26 BAS lodgements - can do these myself at this stage
- Historical Division 7A / shareholder loan issue resolution
- STP setup and SGC remediation - if applicable
- Section 109RB and 109N assessment and implementation - if applicable
- FY22–FY26 personal tax returns
- ATO liaison, remission CIG etc requests, and payment arrangement negotiation
- Bringing all matters through to lodgement and resolution with the ATO, to the clients satisfaction

Included in scope
I have a list of 5 questions I need answered so I can finalise several items in QBO - I'll send the list over for us to discuss. When a particular treatment is recommended, all associated remediation work required to implement it, is not separate, it is the engagement and the scope of work. I don't require recommendations for their own sake; approximately 80% of this task is lodging, and liaising with the ATO to resolve the matter to the best possible outcome.

Objective:
Satisfy all outstanding ATO obligations while minimising resulting company tax, personal tax, penalties, interest and overall cash outflow.

Current state (to reduce your time):
- QBO fully rebuilt and reconciled FY19–FY26
- Chart of accounts finalised
- BAS drafts prepared and ready for lodgement
- A itemised list of outstanding decision points ready to hand over
- FY19–FY21: tax already paid (company and personal) on these years as drawings/director fees
- ATO has been kept informed; lodgement deferrals already requested

Engagement structure:
Fixed scope, fixed price.

Client: Haight Rock Ledge
Owner: Narbeh
Engagement: Corporate Tax Preparation & Catch-Up Filing
Tax Years: 2022, 2023, 2024, and 2025

Job Overview

Haight Rock Ledge is seeking an experienced tax professional, CPA, or Enrolled Agent to assist with bringing the corporation's tax filings fully up to date.

The company needs its outstanding corporate tax returns prepared and filed for tax years 2022 through 2025. The goal is to complete the filings accurately and as quickly as reasonably possible so the corporation can return to good standing with its tax obligations.

This is not a bookkeeping clean-up project starting from scratch. Year-end financial statements for the applicable periods have already been completed by the company's longtime accountant, who has since retired. The selected professional will be provided with the available year-end financials and supporting documentation needed to prepare the outstanding returns.

Background

The owner, Narbeh, fell behind on the company's tax filings after dealing with unexpected medical matters and other significant personal circumstances. During that period, filing the corporate returns unfortunately fell by the wayside.

The delay was not an attempt to avoid the company's tax obligations. Narbeh is now in a much better position personally, and Haight Rock Ledge is thriving. His priority is to proactively address the outstanding years, get everything properly filed, resolve any associated tax obligations, and ensure the company remains current going forward.

Scope of Work

The selected tax professional will be expected to:

Review the company's completed year-end financial statements and available tax records for 2022–2025.
Identify any additional documentation required to prepare accurate corporate returns.
Prepare and file all outstanding federal and applicable state corporate tax returns for 2022, 2023, 2024, and 2025.
Determine any outstanding tax liabilities, penalties, or interest associated with the late filings.
Advise the owner regarding any notices, compliance issues, or additional filings that need to be addressed.
Identify whether reasonable-cause penalty abatement or other available relief should be pursued based on the circumstances surrounding the late filings.
Help establish a clear path for keeping the corporation current with its tax obligations moving forward.
Ideal Candidate

We are looking for someone who is experienced with delinquent or multi-year corporate tax filings and is comfortable stepping into an engagement where a prior accountant has retired.

The ideal professional will be responsive, organized, and capable of moving through the outstanding years efficiently while ensuring everything is filed correctly.

Timing is important. Narbeh is prepared to provide the existing financials and requested supporting documents promptly and would like to begin immediately.

Please provide your availability, estimated turnaround time, experience handling multi-year corporate catch-up filings, and an estimated fee or fee structure for completing the engagement.

We need a CPA to process monthly use and occupancy tax filings for Pennsylvania. The work includes reviewing sales data, calculating the correct tax amounts, preparing filings, and ensuring compliance with state requirements. This is a part-time, ongoing role for someone who can handle recurring tax tasks accurately and consistently. Experience with Pennsylvania tax regulations is important, and the ideal freelancer should be comfortable working independently and communicating clearly about filing status and any issues that arise.

Compensation: $10–15/hour, depending on experience and demonstrated QuickBooks proficiency.

About Us

We are a growing U.S.-based security services company with operations in Florida and New York. We are looking for a dependable, detail-oriented QuickBooks Bookkeeper to help maintain accurate financial records across our companies.

This is a long-term remote position for someone who takes pride in organized, accurate work.

We already have a CPA who handles tax preparation and higher-level accounting. Your role is to ensure that our QuickBooks files are accurate, organized, and reconciled every month.

Responsibilities
-Enter bank transactions into QuickBooks Online
-Enter credit card transactions into QuickBooks Online
-Categorize expenses accurately
-Reconcile checking accounts and credit cards
-Match receipts and supporting documentation
-Keep digital financial records organized
-Identify missing information and request clarification
-Assist with monthly bookkeeping and account reconciliation
-Ensure QuickBooks accurately reflects all bank activity

This Position Does NOT Include
-Tax preparation
-Payroll
-Financial planning
-Cash management
-Paying bills
-Wire transfers or ACH payments
-Bank account administration
-Strategic accounting decisions

Requirements
-Minimum 3 years of QuickBooks Online experience
-Excellent understanding of bank and credit card reconciliations
-Strong written and spoken English
-Exceptional attention to detail
-Highly organized and dependable
-Able to work independently and meet deadlines
-Comfortable asking questions rather than making assumptions
-Experience supporting multiple small U.S. businesses is preferred.

Confidentiality
This position involves confidential financial information.

You will not receive access to our bank accounts or the ability to move money.

All bookkeeping work will be completed using documentation we provide and within QuickBooks Online.

Confidentiality and professionalism are mandatory.

To Apply

Please submit the following:

-A brief introduction
-Your QuickBooks Online experience
-Years of bookkeeping experience
-Two recent bookkeeping clients
-Your hourly rate
-Your weekly availability

Required Video
Please record a 2–3 minute video answering the following:

Quick intro — who you are and your bookkeeping background
Tell us about a bookkeeping mistake you caught before it became a bigger problem

Why should we trust you with our company's financial information?

Applications submitted without a video will not be considered.

Final Step
The top candidates will complete a paid bookkeeping exercise using a sample QuickBooks file before a hiring decision is made.

Hello,

Can you review my TurboTax file so I can file by October 15? I got an extension while waiting for a K-1 document.

Here’s my situation

• Live in California
• MFJ. Both of us are W2 employees.
• No kids or dependents
• Mortgage paid off halfway through 2025.
• Paid quarterly taxes in 2025 to avoid penalties, but may have messed up SALT deduction by overpaying throughout the year??
• Both of us have eTrade accounts with some standard activity (stock sales, dividends, etc.)
• A few random 1099-INTs
• I received a K-1 for PTE (Pass-Through Entity). This is the main thing I am worried about as I may have entered the information incorrectly in TurboTax.
• Can you estimate the share of taxes owed by me versus my spouse?

I have every document.

Can you help?

Thanks a lot

We are seeking an accountant to manage UK tax matters for our business. The role includes preparing and filing tax returns, maintaining accurate financial records, and providing guidance on tax compliance. You should be comfortable handling day-to-day accounting tasks and supporting our business with reliable, organized financial reporting. Experience with UK tax requirements is important, and we are looking for someone who can work independently and communicate clearly.

I need a seasoned U.S. CPA firm that can step in immediately, treat my file as top-priority, and finish a full set of consolidated corporate returns on a very tight clock.

Who we are
• An LLC that owns several disregarded entities and files on a consolidated basis.
• We have 2–3 open years that must be closed out quickly.

Scope of work
Your engagement covers federal Consolidated Form 1120, all related state returns, and the full GILTI / foreign tax credit (FTC) package for each year. Experience with multi-state apportionment, Schedule UTP, Form 8992, 8993, 1118 (or 1116 if applicable), and the nuances of disregarded entities inside a consolidated group is essential.

Deliverables (all years)
1. Completed, review-ready Consolidated Form 1120 with supporting schedules.
2. State income/franchise returns for every filing jurisdiction.
3. GILTI and FTC calculations, worksheets, and forms.
4. Workpapers in Excel or comparable software, clearly cross-referenced.
5. A short hand-off call to walk through assumptions, risks, and next steps.

Acceptance criteria
• Returns pass your firm’s quality control and are e-file-ready.
• All consolidating and elimination entries tie back to trial balances.
• GILTI inclusion and FTC computation reconcile to the international trial balance.
• Any open issues or elections are flagged with clear recommendations.

Deadline
Our statutory due dates are looming, so I will award quickly and expect the first draft package shortly after kickoff. Only bid if your team can give this immediate, uninterrupted attention.

Please outline your consolidated-return experience, preferred software, and typical turnaround time in your proposal.

We are looking for an experienced QuickBooks professional with at least 8 years of accounting/bookkeeping experience, preferably working with real estate companies.

We manage multiple real estate entities and need someone who is highly experienced with QuickBooks Online, including bank reconciliations, chart of accounts, transaction categorization, cleanup/catch-up bookkeeping, intercompany transactions, accounts payable/receivable, and financial reporting.

Real estate accounting experience is strongly preferred, including experience with multiple LLCs, property transactions, loans, construction/development expenses, and investor-related transactions.

We would first like to have a brief introductory call to discuss our accounting needs and determine whether we are a good fit for each other.